Grant Street Asset Management’s Schwab Municipal Bond ETF SCMB Stock Holding History

Grant Street Asset Management’s Portfolio SCMB Stock Details SCMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$413K	Buy	16,202 +94	+0.6%	+$2.43K	0.08%	61
2025 Q4	$415K	Buy	16,108 +188	+1%	+$4.84K	0.08%	54
2025 Q3	$408K	Buy	15,920 +144	+0.9%	+$3.63K	0.09%	53
2025 Q2	$397K	Buy	15,776 +111	+0.7%	+$2.78K	0.09%	51
2025 Q1	$397K	Buy	+15,665	New	+$402K	0.1%	46

Other funds holding SCMB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grant Street Asset Management's SCMB Position: Q1 2026 in Review

Grant Street Asset Management increased its Schwab Municipal Bond ETF (SCMB) stake by 0.58% in Q1 2026, buying an estimated $2.43K and bringing the position to 16,202 shares worth $413K. The position accounts for 0.08% of the portfolio, ranked #61.

Grant Street Asset Management first reported a position in SCMB in Q1 2025 and has held it in 5 quarters since. The position peaked at $415K in Q4 2025. 167 funds tracked by Wall St. Rank hold SCMB as of Q1 2026.

Grant Street Asset Management held 16,202 shares of Schwab Municipal Bond ETF worth $413K as of Q1 2026.
Grant Street Asset Management bought 94 Schwab Municipal Bond ETF shares in Q1 2026, an estimated $2.43K.
Schwab Municipal Bond ETF made up 0.08% of Grant Street Asset Management's portfolio in Q1 2026, its #61 holding.
Grant Street Asset Management first reported a position in Schwab Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
Grant Street Asset Management's Schwab Municipal Bond ETF position peaked at $415K in Q4 2025.
167 funds tracked by Wall St. Rank held Schwab Municipal Bond ETF as of Q1 2026.

Based on Grant Street Asset Management's 13F filing for Q1 2026, filed 7 May 2026.